Guide to export payroll from Caresmartz360 to Quickbooks desktop
Step 1: Finalize the Payroll Batch in CS360.
Step 2: Click on “QuickBooks Export Batch” button and wait for the confirmation message to appear in CS360.
Step 3: Open Company file in QuickBooks Desktop in Single User Mode.
Step 4: Go to File > Update Web Services > Select the Application and Click on Update Selected button.
Step 5: Let the process complete to 100% and Press Exit.
Step 6: After the process is complete in QBD. Navigate to Finalized Payroll Screen in CareSmartz360 and click on “Search” button to refresh the page. you will see a green color quickbooks icon on each line item which shows the data is been exported to Quickbooks.
Recommendations:
While running QuickBooks Web Connector > Do not terminate the process in between.
While running QuickBooks Web Connector > Please make sure that Weekly Timesheet Window is closed in QuickBooks Desktop.
After the QuickBooks Web Connector execution is complete, avoid hitting browser refresh button to bring the status from QBD. Use “Search” button instead to fetch the batch status.